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Digital Assets

Digital assets cover the companies whose earnings move with cryptocurrency prices and on-chain activity — exchanges, miners, custodians, and payment rails. Results are highly cyclical and closely tied to regulation.

160 stocks

Bitcoin Miners Corporate Crypto Treasuries Crypto Exchanges Stablecoin Infrastructure

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
2726	ECM Estabrook Capital Management New York	$218K	+$155K	3	0.03%	Increased
2727	SWM SilverOak Wealth Management Edina, Minnesota	$218K	+$186K	1	0.04%	New
2728	CWA CogentBlue Wealth Advisors Knoxville, Tennessee	$216K	+$136K	1	0.17%	New
2729	WIA Westbourne Investment Advisors Annapolis, Maryland	$216K	+$199K	1	0.07%	New
2730	EW Element Wealth Ridgeland, Mississippi	$215K	+$194K	1	0.1%	New
2731	BB Berkshire Bank Pittsfield, Massachusetts	$215K	+$198K	1	0.05%	New
2732	FBB Fulton Breakefield Broenniman Bethesda, Maryland	$215K	+$198K	1	0.01%	New
2733	NEWAS N.E.W. Advisory Services De Pere, Wisconsin	$214K	-$28.1K	7	0.02%	Reduced
2734	AIA Affinity Investment Advisors Newport Beach, California	$213K	+$196K	1	0.16%	New
2735	TSW Three Seasons Wealth Salt Lake City, Utah	$213K	+$192K	1	0.02%	New
2736	OWM OneAscent Wealth Management Birmingham, Alabama	$213K	+$196K	1	0.08%	New
2737	AAG Armstrong Advisory Group Needham, Massachusetts	$213K	+$39.9K	9	0.02%	Increased
2738	TC TAGStone Capital Charlotte, North Carolina	$212K	$0	1	0.09%	Maintained
2739	HNW High Note Wealth Deephaven, Minnesota	$212K	-$3.22K	3	0.05%	Reduced
2740	TCM Tuttle Capital Management Riverside, Connecticut	$212K	+$237K	1	0.88%	New
2741	NJIM Nabity-Jensen Investment Management Omaha, Nebraska	$212K	-$34.1K	1	0.16%	Reduced
2742	FCG Fielder Capital Group Nashville, Tennessee	$212K	+$141K	1	0.06%	New
2743	EWS Eagle Wealth Strategies West Deptford, New Jersey	$212K	+$166K	1	0.12%	New
2744	OC Opinicus Capital Tampa, Florida	$212K	+$134K	1	0.16%	New
2745	MAM Meeder Asset Management Dublin, Ohio	$211K	-$21.8K	6	0.01%	Reduced
2746	EPM Equitec Proprietary Markets Chicago, Illinois	$211K	-$150K	2	0.2%	Reduced
2747	SHF Safe Harbor Fiduciary Pensacola, Florida	$211K	+$5.09K	3	0.2%	Increased
2748	NRC New Republic Capital Charlotte, North Carolina	$211K	+$141K	1	0.07%	New
2749	TPCM Templeton & Phillips Capital Management Lookout Mountain, Tennessee	$211K	-$1.29M	1	0.15%	Reduced
2750	MFS Madrona Financial Services Everett, Washington	$211K	+$194K	1	0.05%	New